meg whitman has been able to pull rabbits out of a hat.m wanting to hear your interview and maybe there is something to -- let me put think the way. michael dell had a company i didn't think was worth that much. that was a mistake. it was worth more. maybe this hp is dell. maybe this hewlett-packard enterprises is more cisco-like than i realize, more emc-like. maybe they'll do acquisitions and have good flow. >> we get to ask meg whitman some of those very questions. you can participate, should you choose to. i know you'll be listening closely. >> to you asking the questions. >> actually to meg answering them as she does every quarter. joining us is meg whitman breaking down the quarter. >> good morning. glad to be here. >> would love to start off with the big picture here. now that you've been into this for over six months probably at this point, why do you still feel, in fact you said you feel more strongly than ever that it is right to split this company? >> yeah. we've been at it now for six months. i am more convinced than ever this i

: hewlett-packard just that with earnings, we will look at the numbers and how it could impact meg whitman's plan to flip the company. ♪ emily: and i'm emily chang, and this is "bloomberg west. " i will be joined by the ceo of solar city. plus, how twitter plans to make more money and five, not so easy steps, and what that tells us on what social media is heading to do. why a tech bubble may be a good thing for hollywood, i will give you a sneak peek of my conversation for the creators of hbo's "silicon valley." all of that ahead on "bloomberg west yuriko." at the end of the year -- joining us now our editor a large, cory johnson is here with me in san francisco and an others from new york. give us the headlines. guest: everybody is focused on the split of the company later in the year and what we need to see from hp is in a competitive environment is topline growth. across the major segments across pcs services and servers. it has been a mixed bag, right? we had lenovo last night, and we had hp today. the environment overall seems challenging. hp is executing the best they can focusing on c

we will look at how it could impact meg whitman's land to flip the company. -- plan to flip the company. i'm emily chang. coming up, solar city's plan to tie up with tesla's battery -- they may not work so well yet. i will be joined by the ceo of solar city. plus, how twitter plans to make more money in five not so easy steps and what that tells us about where social media is heading. and why a tech bubble may be a good thing for hollywood. i will give you a sneak pre--- sneak peek with my guess from tonight's studio 1.0. first, to the lead -- hp sales topping estimates -- the company seen strong demand for corporate servers. what could the changes mean for hp's split? we have assembled an expert panel. our editor a large, cory johnson is here with me in san francisco and an on-screen of awesome is from new york. give us the headlines. guest: everybody is focused on the split of the company later in the year and what we need to see from hp is in a competitive environment is topline growth. across pcs and services, it has been a mixed bag. we had lenovo last night and hp today. the envir

. >> but you're buying this turnaround from meg whitman, buying that she will be able to grow that. >> in terms of this split what sort of caveats would you lay out? as a company split take two new ceos, what would you get thrown at you? >> always talk about the new ceo coming in and lowering the bar and giving it the kitchen sink quarter so that they put out expectations that they know that they are able to meet so we could see that. there's a lot still to do and allotted of time left before we actually see the split, so it's okay right here. i think there's other things that maybe a catalyst could work a little more quickly. >> do you think there's more risk to the upside or downside? >> whaefsh said is correct. it's not the sectsiest name at all. if you're looking for a trade i don't think the setup is all that bad to the long side in hewlett-packard. we talked about it last night. i think enough people have sold out of it where you have a little bit of a jim start here to get to 38 bucks. i know a lot of analysts on the street are anywhere from 38 to 4. i'll take the lower end and

our david faber asked ceo meg whitman whether she regrets splitting the can and if she thinks other ceosd follow suit. here's her response. >> i say this is totally the right thing to do. you cannot believe, i can already feel the difference in the companies in terms of accountability, focus, cost, more focus on cost. you know, less of that insatiable desire to hire. it is really, you could almost see it change in the culture before your very eyes in a really positive way. so i'm excited about it. >> she's excited, roger, but it's time consuming, it's expensive. the $1.8 billion restructuring charge did spook investors a little bit. what's your take on the progress? >> sorry, i think it's a very logical thing for them to do. i think it makes sense. people you know, forget how big hu hewlett-packard is. they'll divide it up in two very logical way, they've got slower growing pc and printer division and the faster-growing storage servers and networking group. as meg was saying, dividing those in two different companies, they'll operate a lot more efficiently. a lot more effectively and it'

since meg whitman became ceo back in september of 2011. stephanie: it makes it look like a superstar. erik: what has happened to the stock since then since the first army report after meg whitman? to to cover? down 57%. stephanie: what is the point of the estimates? maybe they can work at hp and make new products. you know who are shouting more than erik and i? our producers. we will be back in two minutes. you watching "market makers" pattern in time. -- at our new time. ♪ erik: you are watching "market makers" on bloomberg television. i'm erik schatzker with my partner stephanie ruhle. time for top stories. take over in the cigarette industry is about to get the go-ahead. luber reports that reynolds american is getting antitrust approval for its takeover of lorillard. reynolds is know for camel smokes. with approval, they will offer to sell e-cigarette and it's cool brand. in washington, d.c., police have arrested a suspect overnight of the killing of four people in a mansion. the husband, wife, the son, and the housekeeper were found de

meg whitman has a pc problem. >> while the pc market is weaker than we anticipated -- pimm: second quarter earnings report, next. ♪ go straight to julie hyman with a look at what is happening in the markets right now. julie: we have been watching overall markets that are little changed, but we have seen interesting movement into individual stocks. take a look at quest diagnostics. we saw the company shares spike earlier. they are still trading higher, and this apparently is after a tweet that has since been removed by an individual calling himself options hawk. that is a buyout approach. that does spark an interesting debate. it happens once in a while when you get someone tweeting, there is no vetting, but you do get the stock moving because there are algorithms that scraped twitter and other social media sources for their trading position. beware,ware, or seller depending on what this stuff says. we will still keep monitoring quest diagnostics. taking a look at time warner and charter communications today, the "wall street journal" reporting the charter will be approaching time warner wi

i asked meg whitman the ceo of hewlett-packard where do they stand on 3d?d big time in 2016. they can come in and steam roll this industry. pete in pennsylvania pete. >> hey, jim, pete calling from philadelphia. >> hey man, how's it going going? >> great. want to get your thoughts on chip kelly and micro. they missed their revenue goal last quarter but aim to have a solid fiscal fourth. what do you think, my man? >> super microis interesting but chip kelly is a playoff potential. i'd rather see you in avago, in cyber semiconductor or corvo, and i'd rather see you in green. okay. got to give a little to get a little. i'm okay with the fireeye losses. i think it makes sense for now. mum more "mad money" ahead including my exclusive with a flute player that could conquer your food fears. it's not often a fast food change highlights a general manager on a conference call. that's what chipotle did in their latest report. we found the company's youngest ever restauranteur. plus my sit down with u.s. navy s.e.a.l.s on the difficult difficulties they face from tran

marisa meyer was first after $42.1 million, meg whitman came in second. >> did you say something hike it was friday today. on an official -- >>> on this friday night, secret past. shocking new revelations about the former speaker of the house dennis hastert. now we know what he was trying to hide with millions in hush money. sources telling nbc news it's all about sexual misconduct with a male student. >>> mandatory evacuations being ordered as texas gets hit again. unrelenting rain and hundreds of dramatic high-water rescues today. highways paralyzed by flash floods. >>> pilots targeted, nearly blinded by lasers being pointed by someone on the ground. a growing problem putting flights in danger. >>> too close for comfort. we're in open water on the trail of great white sharks 40 years since "jaws." just how close they're coming to shore. >>> also, our special salute to the class of 2015. "nightly news" begins

hewlett packard ceo meg whitman paid nearly 20 million toed by facebook's cheryl sandburg who took home$16 million in 2014. nice to see the pay scale for ladies going up. >> looks like we have a long way to go for ourselves. >> yeah. >> not even close. >> that's okay, mike happy to have jobs shall right? >> you're priceless in my book. nice line. >> nice. thank you. good morning from the abc7 news broadcast center, jump right into it yesterday sunrise in case you didn't get to see it bev it from mount tamalpais, up over the cloud deck and stayed there the cloud deck pretty stubborn through most of the morning, one of the few areas that has been drizzly, kind of off and on, sfo, is i will have flight arrival delays coming in there the opposite end of the spectrum, walnut creek, seen more sunshine, inland east bay than anywhere else this morning. check out our ring of fire from about lake -- excuse me, lake tahoe toward redding, cloverdale clear lake expect more showers and thunderstorms to continue building one of two of those may stray into northern napa, maybe sonoma counties, the afte

mega meg whitman will be on cnbc at 9:00 a.m. eastern. moving on formula one boss is taking legal action against british tax officials after facing a u.k. tax claim of more than 1 billion pounds. the man says he is taking the action as the hmrc has not respected an agreement they made back in 2008. the case concerns the family's trust set up in 1997. he does not know why the agreement over the status of the trust had been torn up adding quote i paid all the taxes i've ever had to pay. >> and this weekend is one of the busiest of the year. the french open kicks off in paris and the world's top drivers race for the finish in two of the premiere races in motor sports. >> we want to know from you. >> we want to hear from you on this. if you could attend any of the sporting events this weekend which one would it be? the f-1 or french open or something else. join in on the conversation here on worldwide exchange. we're talking sports on this friday morning by e-mail at cnbc.com. tweet us at cnbcwex. our personal handles on the bottom of the scr

we will look at how it could impact meg whitman's plan to split the company. i'm emily chang.is "bloomberg west". coming up, solar city's plan to tie up with tesla's battery -- they may not work so well yet. i will be joined by the ceo of solar city. plus, how twitter plans to make more money in five not so easy steps and what that tells us about where social media is heading. i will speak with a former twitter executive. and why a tech bubble may be a good thing for hollywood. i will give you a sneak peek with my guest from tonight's

: hewlett-packard just that with earnings, we will look at the numbers and how it could impact meg whitman's flip the company. ♪ emily: and i'm emily chang, and this is "bloomberg west. " i will be joined by the ceo of solar city. plus, how twitter plans to make more money and five, not so easy steps, and what that tells us on what social media is heading to do. why a tech bubble may be a good thing for hollywood

lost to barbara boxer in 2010 in california, she had kind of a dismal showing, i don't know if meg whitman tanked her candidacy. >> she lost her senate race. that is a tough seat to win for a republican. kennedy: but barbara boxer. >> i know, before that she can point i to figurement to -- management experience, but she has nothing to lose by getting into this race. kennedy: why she getting in? >> she could be vice president, commerce secretary. i don't think that she has a really great chance of winning republican nomination. she has like no chance. but why not a cabinet position, right now she sim prissing people, with very low expectations she is benefiting from. kennedy: he has been active in the republican party for about 7 years. why are people still getting into this race, it is getting more crowded. >> two words, why not? you know, so many there. kennedy: if you lose, you look like a loser. >> no, when there are so many losers there is not as much shame as there used to be. from a democratic point of view this is marvelous there should be 242. 942, they slice each other up, they sp

where did meg whitman go? i'd love to see her run. >> "one more thing" is up next.ur dentures... feel free to be yourself all day. just switch from denture paste to sea-bond denture adhesive seals. holds stronger than the leading paste all day... without the ooze. feel secure. be yourself. with stronger, clean sea-bond. one piece of bacon with your egg, and an omlete for the king. okay babe, you got this riright? yea, it's a piece of cake! i got this. alright. goodluck. bye! love you guys! alright, everybody got their bags and lunches? yup! and how do we get to your school? make a left. keeping things under control is now easier than ever. at&t digital life home security and automation lets you stay connected to your home from nearly anywhere. guess you forgot about the dog walker! call 1-866-595-7988 today, for our special $99 digital life package. piece of cake, huh? call right now to get smart security equipment plus an outdoor video camera plus a garage door controller, all for $99. aw, come on honey, its so late... woah, what are you doing up? so, how's it goin

hp's meg whitman, makes about $20 million a year. verge rometty took $18 million last year. >> we are counting down to giants baseball one of the hottest teams in all of the leagues here. on the verge of first place. orange friday at china basin, geraud moncure joins us from the ballpark. how you doing? >> pretty good. the g men remain red hot coming into game 2 of their four-game set. they're scoring a lot of runs right now. last night's victory, 7-0, set them behind by just a half a game. giants chalked up seven runs last night, winning for the 12th time in the last 14 games, scoring 90 runs over the stretch. g men will continue to try to rake opposing pitching as the braves send mike folin wits who the mound. later in sports we'll talk warriors, who are in the nba finals. that's it for me now live reporting, i'll see you guys in about a half hour. >> thank you geraud. live look now from the area around the ballpark -- or in the ballpark right there at at&t. >> let's turn it over to jeff. we need a jacket tonight for sure there. >>

meg whitman laid off way more than that. neil: but you ever want to see a clear sign of the mainstream media is not a fan of business people, period it radiates here. the same media says that we got to branch expand the pool of players when we look at candidates? >> you got two problems there. one is what you alluded to. why would anybody do it. why would anybody that is successful in business. neil: have you ever entertained -- you would have to take a big pay cut. has it ever come up they would drag you through the mud. >> it's great to say from the business background, this say decision we need to make it's as clear a bell to me right? that's not how politics works. and most successful business people they know don't have the patience neither do i. neil: michael bloomberg, controversy as mayor, billionaires can do what they want to do he was a very effective and good mayor. compared to the charletain we have now. having said that, i think that there's an enormous amount patience involved with enduring this. i don't think

you can say the same thing about hewlett packard with meg whitman. eye on elliot management has been in there. i'm not saying emc will split out of this whole thing. keep an eye on where we saw activity today. >> the stock pulled back, a major interesting level on the stock. this is a stock trading near high, this gets you back in the space technically looks very interesting. >> shares ofville low rating a buy with the $130 price target. it comes ahead of tomorrow's earnings. the man behind our call of the day. bonn joins us on the "fast" line, always good to speak with you. you made a tremendous call two weeks ago with twitter. why bother going out ahead of zillow's turn tomorrow? >> thanks for having me. there are six main reason, actual 4ri68. one this is a huge market, a $60 billion market just beginning to come online. number two, mobile is providing a competitive edge for the mls to keep up with spending. zillow create a scale, the network effect. we think it's a must buy for asia, very difficult to compete against. the number four rois, on the

we didn't expect him to pull someone like meg whitman over there or something like that. >> i have att. chambers has been leading the company since 1995. a lot has happened since then including the tech boom. the tech bust. i mean how different is cisco now as a company in its business than it was in 1995? >> oh, my goodness, dramatically different than in 1995. part of chambers' stump speech he likes to give at the events and elsewhere is how well the company has done at navigating what he calls market transitions. and there have been several. the routing and switching business that they have gotten into, now they're in the data center era. they have moved into this era of the data center reasonably well. they started to sell servers a few years back and they have gained a lot of share in the department. but their core business is still declining, it's not the -- the other businesses that they're building up don't have high enough margin and growth to make up for that. i think the big question is how far away is chambers really stepping when he's executive chairman? he's been there

don't miss david's exclusive interview with meg whitman tomorrow, 9:00 a.m.on the street." we'll leave it there for the time being. guy, thank you. we're coming up with guy and "fast money" at 5:00. they're going to be talking to the ceo of shazam about whether they plan to go public. you don't want to miss that one. gap the latest big retailer to release their results. but what are they saying about the state of the consumer and the economy? we'll talk more about that. a california auto dealer group suing true car for allegedly acting as an auto broker without a license. we'll hear from true car in what is shaping up to be a bitter battle. you're watching cnbc, first in business worldwide. small businesses every day through programs like mission main street grants. last years' grant recipients are achieving amazing things. carving a name for myself and creating local jobs. creating more programs for these little bookworms. bringing a taste of louisiana to the world. at chase, we're proud to support our grant recipients and small businesses like yours. so you

you've got meg whitman. hewlett-packard is a $63 billion market cap.gain, i think we take into account several different factors. it's not just revenues. also the amount of buzz they had. gm has been in the news a lot. she's been having to be in the middle of the fire and she's been handling that pretty well. so those are some of the qualifiers that go into it when we add up the different metrics and look to see where people place. >> what surprised you the most? >> obviously, the fact lady gaga gisele some of the big names slipped out of the ranks. more interesting is who climbed in. ruth pratt who starts at google today. >> go check out the issue of "forbes." "squawk on the street" starts right now. >>> good tuesday morning. welcome to "squawk on the street." hope you had a great memorial day weekend. i'm carl quintanilla with jim cramer and david faber. charter buying time warner cable. futures in the red as the dollar strengthens this morning.